Experience

LGIM America

• United States
• Investment Management
• 100 - 200 Employee

• Head of LDI and ALM Solutions

  • Jul 2023 - Present

• Head of LDI Solutions

  • Sep 2020 - Jul 2023

• Head of LDI Portfolio Management

  • Nov 2013 - Sep 2020

  Head of portfolio management of Liability Driven Investment ("LDI") assets against customized liability benchmarks for US pension plans (traditional defined benefit plans and cash balance plans) and insurance accounts. Manage portfolios of treasuries (whole bonds, principal STRIPS, coupon STRIPS and other treasury-like securities), treasury futures, interest rate swaps, swaptions, equity options and other interest rate derivatives.

• LDI Portfolio Manager

  • Feb 2013 - Sep 2020

  Portfolio management of LDI assets against customized liability benchmarks, including treasuries (whole bonds, principal STRIPS and coupon STRIPS), treasury futures, interest rate swaps, swaptions and other interest rate derivatives.

• Pension Solutions Strategist

  • Mar 2012 - Feb 2013

  LDI solutions for US pension plans, involving credit, treasuries and derivatives.



Citizens Schools

• Volunteer

  • 2013 - 2015



Legal & General Investment Management (LGIM)

• United Kingdom
• Financial Services
• 700 & Above Employee

• Derivatives Structurer

  • Oct 2009 - Mar 2012



KPMG UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Investment Analyst

  • Feb 2008 - Oct 2009



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Investment Analyst

  • Sep 2005 - Feb 2008